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a9a60e3315
backupchecks/docs/changelog-claude.md
Ivo Oskamp a9a60e3315 Restore Autotask PSA integration 
Restored from branch v20260203-13-autotask-resolution-item-wrapper with
the following functionality:

- Autotask REST API client with support for tickets, notes, companies,
  and reference data (queues, sources, priorities, statuses)
- Safe ticket updates preserving stabilizing fields per API contract
- Database models for Autotask settings, customer mapping, and ticket linkage
- Settings UI for Autotask configuration with connection test
- Run Checks integration for ticket creation
- Customers page with Autotask company mapping
- Ticket linking during mail import

Also preserved the require_daily_dashboard_visit setting from the
current branch.

Added docs/autotask_rest_api.md with validated API contract from Postman tests.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 14:43:44 +01:00

2.9 KiB
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Changelog - Claude Code

This file documents all changes made to this project via Claude Code.

[2026-02-05]

Added

  • Restored Autotask PSA integration from branch v20260203-13-autotask-resolution-item-wrapper:
    • integrations/autotask/client.py - Autotask REST API client with full support for:
      • Zone information discovery
      • Ticket CRUD operations (create, get, update)
      • Ticket notes via /Tickets/{id}/Notes endpoint
      • Safe resolution updates preserving stabilizing fields
      • Query support for companies, tickets, time entries, deleted ticket logs
      • Reference data retrieval (queues, ticket sources, priorities, statuses)
    • ticketing_utils.py - Utilities for internal ticket management and Autotask linkage
    • Database migrations for Autotask fields:
      • SystemSettings: Autotask connection settings, defaults, and cached reference data
      • Customer: Autotask company mapping fields
      • JobRun: Autotask ticket linkage and deletion tracking fields
      • Ticket: Resolution origin tracking
    • Settings UI for Autotask configuration (connection test, reference data sync)
    • Run Checks integration for Autotask ticket creation
    • Customers page with Autotask company mapping
    • Documentation files for Autotask integration design and implementation
  • Added docs/autotask_rest_api.md - Validated Autotask REST API contract based on Postman testing

[2026-02-04]

Added

  • docs/changelog-claude.md - Changelog file for tracking changes made via Claude Code
  • Setting to enable/disable daily dashboard redirect requirement (Settings > General > Navigation)
    • New require_daily_dashboard_visit column in SystemSettings model
    • Migration in migrations.py to add the column
    • Toggle in Settings General page under new "Navigation" card
    • Default value is OFF (disabled) - users can navigate directly to any page

Changed

  • Converted changelog to English (all project documentation must be in English)
  • Documented branch naming convention and build workflow in Claude memory
  • Filled README.md with comprehensive project documentation based on source code analysis

Performance

  • Added database indexes migration (migrations.py) for frequently queried foreign key columns:
    • JobRun: indexes on job_id, job_id+run_at, job_id+reviewed_at, mail_message_id
    • MailMessage: indexes on job_id, location, job_id+location
    • MailObject: index on mail_message_id
    • TicketScope: indexes on ticket_id, job_id
    • RemarkScope: indexes on remark_id, job_id
  • Fixed N+1 query in _recompute_override_flags_for_runs() - batch loads all jobs instead of per-run queries
  • Optimized Daily Jobs page with batch queries:
    • Batch load all today's runs for all jobs in single query
    • Batch infer weekly schedules for all jobs (was per-job query)
    • Batch infer monthly schedules for jobs without weekly schedule
    • Batch load ticket/remark indicators for all jobs